Succession Planning

Preserving independence and client reassurance

While many advisors have probably planned for their retirements with wills and living trusts, most have not planned for the continuity of their business or clients’ needs. That is not the case at Preferred Planning Associates. Through our relationship with Cambridge, we have access to an extensive array of continuity and business consulting services including emergency and non-emergency continuity protection, acquisition financing, and succession planning and financing. You can feel confident that we have looked at the future of our business and chosen a path that will allow us to preserve the independence and control that we have built over the years.

 

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Preferred Planning Associates
263 Regency Ridge Dr.
Centerville, OH 45459
Phone: 937-610-5595
Fax: 937-660-5171
 

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Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment advisory services offered through Cambridge Investment Research Advisors, a Registered Investment Advisor. Preferred Planning Associates and Cambridge Investment Research, Inc., are not affiliated companies. Cambridge Investment Research, Inc. does not offer tax advice. 

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This communication is strictly intended for individuals residing in the states of AL, AZ, CA, CO, FL, GA, ID, IL, IN, KY, LA, MD, MI, MS, MT, NH, OH, OR, PA, RI, SC, TN, TX, VA, WA, WI. No offers may be made or accepted from any resident outside the specific states referenced. Non-deposit investment products are not FDIC or NCUA insured, are not obligations of or guaranteed by any credit union, involve investment risk, and may lose value.

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